§ 13F · FUND PROFILE
OLD POINT TRUST & FINANCIAL SERVICES N A.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $540.6T (13F)Positions · 485Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$784.6B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 33K | $16.1T | 5.0% | −1% |
| 2 | AAPL | APPLE INC | 45K | $12.3T | 3.8% | −1% |
| 3 | RTX | RTX CORPORATION | 58K | $10.5T | 3.3% | −2% |
| 4 | XOM | EXXON MOBIL CORPORATION | 84K | $10.1T | 3.2% | −1% |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC - A | 55K | $9.8T | 3.1% | −24% |
| 6 | JNJ | JOHNSON & JOHNSON | 47K | $9.7T | 3.0% | −1% |
| 7 | CSCO | CISCO SYSTEMS | 119K | $9.2T | 2.9% | −2% |
| 8 | COP | CONOCOPHILLIPS | 93K | $8.7T | 2.7% | — |
| 9 | FNDF | SCHWAB FUNDAMENTAL INTL L/C | 183K | $8.3T | 2.6% | +25% |
| 10 | PG | PROCTER & GAMBLE CO. | 57K | $8.1T | 2.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OLD SIGNAL
AC read
OLD POINT TRUST & FINANCIAL SERVICES N A is a Other fund managing $540558.5 trillion in assets. The fund runs a broad portfolio of 485 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed